COVID-19 ikukweranso ku China, ndikuyimitsidwa mobwerezabwereza ndi kupanga m'malo osankhidwa m'dziko lonselo, zomwe zikukhudza kwambiri mafakitale onse. Pakadali pano, titha kulabadira kukhudzidwa kwa COVID-19 pamakampani othandizira, monga kutsekedwa kwamakampani ogulitsa zakudya, ogulitsa ndi zosangalatsa, komwe kumakhalanso kowonekera kwambiri pakanthawi kochepa, koma pakanthawi kochepa, chiopsezo chopanga ndi chachikulu.
Onyamula makampani othandizira ndi anthu, omwe amatha kubwezeretsedwanso COVID-19 ikatha. Chonyamulira chamakampani opanga zinthu ndi katundu, zomwe zimatha kusungidwa ndi zosungirako kwakanthawi kochepa. Komabe, kuyimitsidwa komwe kumachitika chifukwa cha COVID-19 kudzetsa kusowa kwa katundu kwakanthawi, zomwe zipangitsa kusamuka kwa makasitomala ndi ogulitsa. Zotsatira zapakati pazakale zimakhala zazikulu kuposa zamakampani ogwira ntchito. Poganizira za kuyambiranso kwakukulu kwaposachedwa kwa COVID-19 ku East China, South China, kumpoto chakum'mawa ndi madera ena adzikolo, ndizovuta zotani zomwe zachitika chifukwa chamakampani opanga zinthu m'magawo osiyanasiyana, ndi zovuta zotani zomwe zidzakumane nazo. kumtunda, pakati ndi kunsi kwa mtsinje, komanso ngati zotsatira zapakati ndi zazitali zidzakulitsidwa. Kenako, tizisanthula m'modzim'modzi kudzera mu kafukufuku waposachedwa wa Mysteel pamakampani opanga.
Ⅰ Macro Mwachidule
PMI yopanga mu February 2022 inali 50.2%, kukwera ndi 0.1 peresenti kuchokera mwezi watha. Mlozera wamabizinesi osapanga zinthu anali 51.6 peresenti, kukwera ndi 0.5 peresenti kuchokera mwezi watha. PMI yophatikizika inali 51.2 peresenti, kukwera kwa 0.2 peresenti kuchokera mwezi watha. Pali zifukwa zazikulu zitatu zomwe PMI ibwererenso. Choyamba, China posachedwapa yayambitsa ndondomeko ndi njira zolimbikitsira kukula kosasunthika kwa magawo a mafakitale ndi mautumiki, zomwe zasintha kufunikira ndi kuwonjezereka kwa malamulo ndi zoyembekeza za bizinesi. Chachiwiri, kuchuluka kwa ndalama zogwirira ntchito zatsopano komanso kufulumizitsa kutulutsidwa kwa ma bond apadera kunapangitsa kuti ntchito yomanga ikhale yabwino. Chachitatu, chifukwa cha kukhudzidwa kwa mkangano wa Russia ndi Ukraine, mtengo wamafuta osakanizidwa ndi zida zina zamakampani zidakwera posachedwapa, zomwe zidapangitsa kukwera kwamitengo. Ma index atatu a PMI adawuka, zomwe zikuwonetsa kuti chiwopsezo chikubwerera pambuyo pa Chikondwerero cha Spring.
Kubweza kwa index ya maoda atsopano pamwamba pa mzere wokulitsa kukuwonetsa kufunikira kwabwino komanso kuchira kwa kufunikira kwapakhomo. Mlozera wamaoda atsopano otumiza kunja udakwera mwezi wachiwiri motsatizana, koma udakhalabe pansi pa mzere wolekanitsa kukulitsa ndi kutsika.
Chiyembekezo cha zopanga zopanga ndi ntchito zamabizinesi chinakwera kwa miyezi inayi yotsatizana ndikufika pachimake chatsopano pafupifupi chaka chimodzi. Komabe, ntchito zomwe zikuyembekezeredwa sizinamasuliridwebe kukhala zopanga zazikulu ndi zogwirira ntchito, ndipo index yopangira yatsika pakanthawi. Mabizinesi amakumanabe ndi zovuta monga kukwera kwamitengo yazinthu komanso kutsika kwandalama.
Federal Reserve's Federal Open Market Committee (FOMC) Lachitatu idakweza chiwongola dzanja cha federal ndi mfundo 25 mpaka 0.25% -0.50% kuchoka pa 0% mpaka 0.25%, kuwonjezeka koyamba kuyambira Disembala 2018.
Ⅱ Makampani opanga ma terminal
1. Kugwira ntchito mwamphamvu kwamakampani opanga zitsulo
Malinga ndi kafukufuku wa Mysteel, kuyambira pa Marichi 16, makampani opanga zitsulo monga kuchuluka kwazinthu zopangira zidakwera ndi 78.20%, masiku omwe amapezeka adatsika ndi 10,09%, kugwiritsa ntchito tsiku ndi tsiku kwawonjezeka ndi 98,20%. Kumayambiriro kwa Marichi, kuyambiranso kwamakampani omaliza mu February sikunali bwino monga momwe amayembekezera, ndipo msika udachedwa kutentha. Ngakhale kuti kutumiza kunakhudzidwa pang'ono ndi mliriwu m'madera ena posachedwapa, ndondomeko yokonza ndi kuyambitsa idafulumizitsa kwambiri, ndipo malamulo adawonetsanso kubwezeredwa kwakukulu. Zikuyembekezeka kuti msika upitilize kuyenda bwino munthawi yamtsogolo.
2. Makina amakampani amayitanitsa pang'onopang'ono kutenthetsa
Malinga ndi kafukufuku wa Mysteel, kuyambira pa Marichi 16, kuwerengera kwa zida zopangira mumakina opanga makinachinawonjezeka ndi 78.95% mwezi-pa-mwezi, chiwerengero cha zopangira zomwe zilipo chinawonjezeka pang'ono ndi 4.13%, ndipo pafupifupi tsiku lililonse kumwa kwa zinthu zopangira kunakula ndi 71.85%. Malinga ndi kafukufuku wa Mysteel pamakampani opanga makina, madongosolo amakampaniwa ndi abwino pakadali pano, koma okhudzidwa ndi mayeso otsekedwa a nucleic acid m'mafakitale ena , mafakitale atsekedwa ku Guangdong, Shanghai, Jilin ndi madera ena omwe akhudzidwa kwambiri, koma kupanga kwenikweni sikunakhalepo. zakhudzidwa, ndipo zinthu zambiri zomalizidwa zasungidwa kuti zitulutsidwe pambuyo posindikiza. Chifukwa chake, kufunikira kwamakampani amakina sikukhudzidwa pakadali pano, ndipo madongosolo akuyembekezeka kukwera kwambiri pambuyo posindikiza.
3. Makampani opanga zida zam'nyumba zonse zimayenda bwino
Malinga ndi kafukufuku wa Mysteel, pofika pa Marichi 16, kuchuluka kwa zida zopangira zida zapanyumba kudakwera ndi 4.8%, kuchuluka kwazinthu zomwe zilipo kudatsika ndi 17.49%, ndipo pafupifupi tsiku lililonse kugwiritsa ntchito zida zopangira zidakwera ndi 27.01%. Malingana ndi kafukufuku wokhudzana ndi makampani opanga zida zapakhomo, poyerekeza ndi chiyambi cha March, malamulo omwe alipo panopa ayamba kutentha, msika umakhudzidwa ndi nyengo, nyengo, malonda ndi zosungirako zili pagawo la kuchira pang'onopang'ono. Panthawi imodzimodziyo, makampani opanga zida zapakhomo amayang'ana pa kufufuza kosalekeza ndi chitukuko kuti apange zinthu zodalirika komanso zogwira ntchito kwambiri, ndipo zikuyembekezeredwa kuti zinthu zogwira mtima komanso zanzeru zidzawonekera m'tsogolomu.
Ⅲ Kukhudzika ndi kuyembekezera kwa mabizinesi akutsika pa COVID-19
Malinga ndi kafukufuku wa Mysteel, pali mavuto angapo omwe akukumana nawo kumunsi:
1. Zotsatira za ndondomeko; 2. Osakwanira ogwira ntchito; 3. Kuchepetsa mphamvu; 4. Mavuto azachuma; 5. Mavuto a mayendedwe
Pankhani ya nthawi, poyerekeza ndi chaka chatha, zimatenga masiku 12-15 kuti zotsatira zakutsika ziyambirenso ntchito, ndipo zimatenga nthawi yayitali kuti zitheke bwino. Chodetsa nkhaŵa kwambiri ndi zotsatira za kupanga, kupatulapo magawo okhudzana ndi zomangamanga, zidzakhala zovuta kuwona kusintha kwatanthauzo mu nthawi yochepa.
Ⅳ Mwachidule
Ponseponse, zotsatira za kuphulika kwaposachedwa ndizochepa poyerekeza ndi 2020. Kuchokera pakupanga mapangidwe azitsulo, zipangizo zapakhomo, makina ndi mafakitale ena otsiriza, zomwe zilipo panopa zabwerera pang'onopang'ono kuchokera ku mlingo wochepa kumayambiriro kwa mwezi, kuchuluka kwatsiku ndi tsiku kwa zinthu zopangira zidakweranso kwambiri poyerekeza ndi kumayambiriro kwa mweziwo, ndipo dongosololi lakwera kwambiri. Pazonse, ngakhale makampani omaliza akhudzidwa ndi COVID-19 posachedwa, kukhudzidwa konseko sikuli kofunikira, ndipo liwiro la kuchira pambuyo potsegula likhoza kupitilira zomwe tikuyembekezera.
Nthawi yotumiza: Jul-21-2022
